+1,054.8%
BDX vs OVV
+146.6%
+908.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +8.4% | -10.7% | +19.1% | +9.3% |
| 30D | +17.1% | -5.3% | +22.4% | +17.5% |
| 3M | +22.4% | +2.4% | +20.0% | +22.0% |
| 6M | +45.9% | +5.7% | +40.3% | +44.8% |
| YTD | +43.8% | +56.8% | -12.9% | +38.0% |
| 1Y | +57.8% | +59.3% | -1.5% | +51.2% |
| 3Y | +25.4% | +49.0% | -23.6% | +19.5% |
| 5Y | +26.0% | +88.1% | -62.1% | +15.5% |
| 10Y | +88.0% | +42.5% | +45.4% | +58.4% |
| All | +1,054.8% | +146.6% | +908.2% | +664.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OVV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling